Filed September 8, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,927 | $63,346+334.0% | $92,233+198.1% | $70,131+292.0% |
| Participation rate | 97.4% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 18.07% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $4,197 | $2,471+69.9% | $3,679+14.1% | $2,342+79.2% |
| Participant deferral / active EE | $9,026 | $2,854+216.3% | $3,897+131.6% | $3,332+170.9% |
| Admin fee / account holder | $4,379 | $3,840+14.0% | $5,194-15.7% | $4,645-5.7% |